The Minimal Investor
What to Expect From This Course
Learn everything you need to know to invest for the rest of your life.
This course consists of:
- 1 Activity (30 minutes)
- 9 Articles (about 2 hours)
You can complete it in about 2-3 hours, or you can spend an hour a week for 3 weeks.
About the Author
Hi, I'm Adam! I help millennials invest to reach financial independence sooner than they ever thought possible. Want to see what you could do to reach FI sooner? You're in the right place!
Reviews
So far 29 people has reviewed this course, with an average rating of 9.5 out of 10 .
This course has been completed by 9 students already! Why not join them?
9 Great Course!
Very Beneficial information. Thank you! It pretty much follows John Bogle's investment philosophy, which I try to follow. Thanks for the info about putting bonds into my tax-deferred accounts. The detailed tax info section was helpful too.
By
Rob Keller
on
June 14, 2024.
Rob Keller
completed
60%
of the course
when they wrote this review.
10 Truly MinaFI
Like the title of the site, this is an excellent mixture of FI and minimalism.
By
Red
on
April 11, 2024.
Red
completed
60%
of the course
when they wrote this review.
9 Great intro to investing
This is a very structured layout for introducing oneself to investing and becoming comfortable with it. Good level of details and pitfalls to watch out for. Thank you.
By
Dino-fan
on
November 7, 2023.
Dino-fan
completed
90%
of the course
when they wrote this review.
8 The Minimal Investor
Great course. I would have liked to here more about asset location though.
By
Jean Claude Joseph, II
on
November 1, 2022.
Jean Claude Joseph, II
completed
90%
of the course
when they wrote this review.
10 Worthwhile
Logical points which are useable to any age, type, risk tolerant investor
By
Lance Plaza
on
July 12, 2022.
Lance Plaza
completed
80%
of the course
when they wrote this review.
9 New in investor
Thank you for this course I was able to understand more about my 401k and find out that I was paying a high fees on my investments. also before this course I wanted to open a Roth IRA but I wasn't sure how this IRA's work, but now I feel more confident because of this course. thanks again
By
Ruben Medina
on
March 26, 2022.
Ruben Medina
completed
100%
of the course
when they wrote this review.
8 Great course
This is a great course. I really liked the way the author used plain English and a clear structure. I would say that a UK/EU perspective would be great. Especially for taxes and fund selection. I am a UK investor so not everything applies. If it had information on taxes relating to the UK it would have been a 10+.
By
Rares
on
February 26, 2022.
Rares
completed
100%
of the course
when they wrote this review.
10 Old Guy Review
I'm 75 and been retired for about 20 years - Where was this course 50 years ago? I ran a C-Corp and handled our own Pension & Profit Sharing plans - all on accounting paper with a calculator. I retired and became an EA doing income taxes for high net worth clients. This is one of the best courses I've looked at. Well organized and good explanations. Sorry, but I don't think I could add much. Mike
By
Mike
on
February 23, 2022.
Mike
completed
90%
of the course
when they wrote this review.
9 Great 101
Great example of a Finance 101 type course. Covers the basics well and provides a few reasons to question current practices.
By
Andrew
on
February 9, 2022.
Andrew
completed
100%
of the course
when they wrote this review.
10 The Best Investment Course
I cannot thank the creator of this course enough. I am out of words to describe how much I have gained in understanding how to invest. Initially, I was weary about doing the course since it involves only reading without video. But, out of curiosity, I decided to enroll. And the more I read each lesson, the more I continue and was able to finish within two days amidst my busy schedule. Although, it is geared towards Americans, I benefited a lot giving that I moving into the international markets to realize my investments goals. This course is a must for everyone interested in investing whether new or experienced!!!
By
Bobby
on
January 29, 2022.
Bobby
completed
80%
of the course
when they wrote this review.
10 Course Wrapup
Great for beginners. The links to your spreadsheets and docs were helpful.
By
Zac Ingraham
on
January 22, 2022.
Zac Ingraham
completed
100%
of the course
when they wrote this review.
8 Fantastic getting started course
I've been doing most of what's discussed in this course for 8 years since I dipped my toes into investments. I was looking for a good resource to send to a friend so they can get started on their journey. I learned a few new things in regards to taxes as well. I highly recommend this! The only bad I see is there are some typos throughout that need correction and it also doesn't talk about 403(b) for people who don't work in the private sector.
By
Johan
on
June 12, 2021.
Johan
completed
100%
of the course
when they wrote this review.
9 Demystifying Investments
This really made investing a lot clearer. I am great at saving money but don’t have a high tolerance for losing it. I’ve wanted to invest my savings for a while but couldn’t understand the best way to go about it; didn’t really want to invest in single stocks. I’m definitely feeling more confident already. Will likely explore your boot camp.
By
Serena
on
June 11, 2021.
Serena
completed
70%
of the course
when they wrote this review.
9 Solid Start
Very concise and clear course for beginners in investing. Very clearly stated rules. Logical explanations. Rules of iversification beyond 3 funds portfolio may be a helpful addition. But that is probably more appropriate for an advanced course. Otherwise perfect
By
Peter Roytman
on
May 31, 2021.
Peter Roytman
completed
60%
of the course
when they wrote this review.
10 Terrific course for beginners and intermediates!
At the time I ran into your website, I had been considering moving my investments away from my financial advisor to manage on my own. I’ve been hesitant to do so for several years, but as I started investing more on my own and then got into this course series, I felt I had a good enough handle on things to go it on my own without the fear of messing everything up. I wish I had gone through this course learned how to better setup my own accounts to minimize future taxes before I started investing on my own in parallel with my financial advisor. Oh, well. While I found the FI tools and information to be helpful, I still found some of it to be confusing (like the draw percentages going down while total amount of capital seemingly having to increase - again, I could have misinterpreted this).
By
Steve Lamberti
on
April 25, 2021.
Steve Lamberti
completed
60%
of the course
when they wrote this review.
9 Compact and precise course
This course covered all the basics of investing and made me understand better the solid concepts which I got to know a little from other online resources. This course definitely gives a great confidence to start investing.
By
Sundari Paranthaman
on
April 9, 2021.
Sundari Paranthaman
completed
90%
of the course
when they wrote this review.
10 Don't invest until you read the minimal investor
Adam did an amazing job at breaking down the steps toward long term investing. Very detailed and simple to understand. Worth the read!
By
Sara Ramkissoon
on
January 26, 2021.
Sara Ramkissoon
completed
70%
of the course
when they wrote this review.
10 Best course to learn investing -- and it's free
I learned more in the 3 hours taking this course than I have in all the financial books I've read. Points are easily understood and actionable. Thank you Adam.
By
tree59874t
on
January 15, 2021.
tree59874t
completed
80%
of the course
when they wrote this review.
10 Excellent intro
This was a great introduction to FIRE-style investing, covering all the needed topics like how to do it, where to do it, what to invest in and other considerations like taxes and rebalancing.
By
Jonathan Bennett
on
October 12, 2020.
Jonathan Bennett
completed
100%
of the course
when they wrote this review.
10 Very useful
I have been investing for a year and a half now, and doing lots of research and this was the best resource I have found to date.
By
Erica Reid
on
September 18, 2020.
Erica Reid
completed
100%
of the course
when they wrote this review.
10 Great course
Being a newbie in investing and newcomer to US, I learned a lot from this course. It's well structured by lessons and so easy to read, so I enjoyed every lesson. Now I know the next steps what to do. The only information I'd need to search/figure out is how to make investments in 401k (fidelity), but I believe this should be pretty straightforward. Would definitely recommend this course to friends. Thanks Adam for your great work!
By
Arty
on
August 25, 2020.
Arty
completed
80%
of the course
when they wrote this review.
10 What I learned..
I learned about the difference between value and growth stocks, tax efficient investing, and the basics of the Roth Conversion Ladder. I have formed the foundation for our retirement plan and because we've already been saving for a while, it looks like we're about 5 years out. I now feel much more confident that we can actually make this work. Thank you for the course!
By
Tracy
on
July 9, 2020.
Tracy
completed
90%
of the course
when they wrote this review.
10 Good depth and breadth
This course has a good balance of depth without going too crazy and also touches on a lot of content. Really appreciate it Adam!
By
Jack Kawell
on
May 20, 2020.
Jack Kawell
completed
100%
of the course
when they wrote this review.
9 A fun and powerful learning experience
I first started investing 15 years ago. I dabbled in stocks here and there, and made some painful mistakes along the way. Fortunately I'm still in good shape, but the information has given me ways to immediately save on taxes; rebalance my portfolio; and will allow me (with some confidence) to a put a sizable chunk of my cash holdings to work for me. Thank you Adam for making such a high quality course available for free!
By
Aaron
on
May 11, 2020.
Aaron
completed
100%
of the course
when they wrote this review.
10 First Steps to Investing
Adam does a great job delivering the material through an interactive and reader engaging approach. There are lots of tool that he shares using Google Sheets (which take a lot of time to create if you're not versed in making them). He makes the content logical and easy to follow. After finishing the course I felt more comfortable with investing to the point that I opened a 401K account. Thank you Adam for putting this together and I'll look forward to the Investor Bootcamp.
By
Vitaliy
on
May 3, 2020.
Vitaliy
completed
90%
of the course
when they wrote this review.
10 Informative and Clear
This course has been the greatest material I have yet encountered in the realm for finance and investing. It has answered most if not all the questions I have long had but never been able to find answers to. It has taught me the fundamentals and inspired me to learn more and take action with my money. Thanks Adam!
By
Kunal
on
April 5, 2020.
Kunal
completed
100%
of the course
when they wrote this review.
9 Nice, simple but thorough
Loved reading the FI theory being put in place as a course
By
Aurel Simion
on
February 5, 2020.
Aurel Simion
completed
100%
of the course
when they wrote this review.
10 WOW!
Amazing organization and clarity. Super easy to follow and I love how you tried to simplify more challenging topics (Example- taxes).
By
Adam
on
January 27, 2020.
Adam
completed
100%
of the course
when they wrote this review.
10 Great course!
Great course! Easy to understand and it had great graphics. I’m thinking about doing the boot camp next. Thank you.
By
Matthew Glyder
on
January 24, 2020.
Matthew Glyder
completed
100%
of the course
when they wrote this review.